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美国8月零售销售大幅反弹,经济动能强劲

Retail sales surged toward the end of summer. Economy still has plenty of momentum.

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核心宏观数据落地,直接反映消费端与经济动能变化,影响利率预期与资产定价逻辑,建议关注后续通胀与就业数据的验证。

Sales at U.S. retailers surged in August and posted the biggest increase in five months, offering another piece of evidence suggesting the economy sped up toward the end of summer.

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